Ian Bloom

CFP

®,

RLP

®

Certified Financial Planner

Ian Bloom CFP

Expertise

Financial life planning, investment management, financial literacy

Education

Appalachian State University (BA); The American College of Financial Services (CFP®); Kinder Institute of Life Planning (RLP®)

About

Ian Bloom, CFP®, RLP®, is a certified financial planner, registered life planner, a member of the Financial Review Council at Policygenius, the owner of Open World Financial Life Planning, and the author of "A Gamer's Guide to Money." Previously, he was a financial advisor at MetLife and MassMutual, as well as a director with the Financial Planning Association of the Triangle. In addition to his CFP® and RLP® certifications, he holds FINRA series 7 and series 66 licenses.

In the press

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Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Want to interview a Policygenius expert?

Journalist on a deadline? Our press team can connect you with our experts to discuss insurance, personal finance, and more. They’re also pretty friendly.

press@policygenius.com

Policygenius content follows strict guidelines for editorial accuracy and integrity. Learn about our editorial standards and how we make money.

Selected stories from Ian

Life insurance for firefighters & first responders

Firefighters and first responders can pay as little as $30 to $40 per month for life insurance. Wildfire firefighters may be subject to extra fees.

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Private flood insurance vs. NFIP: What's the difference?

NFIP flood insurance is backed by the federal government, whereas private flood insurance isn't federally backed but often comes with higher coverage limits and broader protection for personal belongings.

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What is the cash surrender value of life insurance?

Cash surrender value is the amount of money you get when you cancel a permanent life insurance policy.

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